Add a New Warehouse

To create a new warehouse in your organization, follow the steps below:

Step 1: Access the Warehouse Menu

• Navigate to Inventory → Warehouse from the left sidebar.

Step 2: Create a Warehouse

• Click Add Warehouse at the top of the page.

Step 3: Complete Warehouse Information

On the Add Warehouse page, fill in the following fields:

• Warehouse Code
  Enter a unique code to identify the warehouse.

• Warehouse Name
  Enter the official name of the warehouse.

• Order
  Define the display order of the warehouse in inventory selection dropdowns.
  This works similarly to alphabetical (A–Z) ordering.

• Assign to Staff
  Assign the warehouse to specific employees.

  • Only assigned staff members can manage inventory for the selected warehouse.

  • Assigned staff can:

    • Create inventory receiving vouchers

    • Create inventory delivery vouchers

    • Create internal delivery notes

    • Perform loss and adjustment transactions

• Warehouse Address
  Enter the complete address information:

  • Address

  • City

  • Province/State

  • Postal Code

  • Country

• Note
  Enter any additional notes related to the warehouse (optional).

• Display

  • Enable this option to display the warehouse in warehouse selection dropdowns.

  • Disable this option to hide the warehouse from selection.

• Hide Warehouse When Out of Stock (Inventory → Items)

  • Enable this option to hide the warehouse on the Items management page when it has no stock.

  • Disable this option to always display the warehouse, even when out of stock.

• Custom Fields Tab

  • This tab is empty during warehouse creation.

  • Warehouse custom fields become visible only on the Edit Warehouse screen after being assigned.

Step 4: Save

• Click Save to create the warehouse.

Add Custom Fields for Warehouses and Assign Warehouses to Staff

Step 1: Create a Custom Field

• Go to Setups → Custom Fields.

• Click New Custom Field.

Step 2: Define Custom Field Details

On the Add New Custom Field page:

• Belongs To: Select Warehouse

• Field Name: Enter the name of the custom field

• Type: Select the appropriate field type

• Default Value: (Optional)

• Order: Define the display order

Save the custom field.

Step 3: Assign Custom Fields to Warehouses

• Navigate to Inventory → Settings.

• Select Warehouse Custom Fields.

Configure the following:

• Custom Field: Select the custom field you want to assign.

• Warehouse Name: Select the warehouse to which the custom field will be applied.

Only custom fields predefined under Settings → Warehouse Custom Fields can be assigned.

Step 4: Edit the Warehouse

• Go to Inventory → Warehouse.

• Hover over the warehouse and click Edit.

• Open the Custom Fields tab.

• The assigned custom fields will now be visible.

• Click Save to apply the changes.

Delete a Warehouse

If a warehouse is no longer operational, it can be removed from the system.

Steps to Delete a Warehouse

1. Navigate to Inventory → Warehouse.

2. Hover over the warehouse you want to remove and click Delete.

3. Confirm the deletion in the pop-up dialog.

Note: Ensure that the warehouse has no active inventory or dependencies before deletion.

View Warehouse Details

To view detailed information about an existing warehouse:

Steps

1. Navigate to Inventory → Warehouse.

2. Hover over the warehouse and click View to display its details.